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Walmart Inc

1,804 hedge funds and large institutions have $81.2B invested in Walmart Inc in 2018 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 715 increasing their positions, 740 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 70

12% more funds holding in top 10

Funds holding in top 10: 5764 (+7)

9% more capital invested

Capital invested by funds: $74.8B → $81.2B (+$6.47B)

2% more funds holding

Funds holding: 1,7771,804 (+27)

7% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $1.78B

0.31% less ownership

Funds ownership: 88.94%88.63% (-0.31%)

3% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 740

Holders
1,804
Holders Change
+27
Holders Change %
+1.52%
% of All Funds
41.23%
Holding in Top 10
64
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.28%
% of All Funds
1.46%
New
110
Increased
715
Reduced
740
Closed
70
Calls
$1.91B
Puts
$1.78B
Net Calls
+$126M
Net Calls Change
+$226M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$104M -$84.6M -2,764,335 -45%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$101M -$1.41M -46,212 -1%
TD Asset Management
103
TD Asset Management
Ontario, Canada
$100M -$13.7M -447,414 -12%
ProShare Advisors
104
ProShare Advisors
Maryland
$99.7M -$9.1M -297,453 -9%
RFC
105
Regions Financial Corp
Alabama
$98.9M -$2.12M -69,162 -2%
Barrow, Hanley, Mewhinney & Strauss
106
Barrow, Hanley, Mewhinney & Strauss
Texas
$97.8M -$127M -4,139,814 -57%
1832 Asset Management
107
1832 Asset Management
Ontario, Canada
$94.9M -$20.2M -661,407 -18%
Toronto Dominion Bank
108
Toronto Dominion Bank
Ontario, Canada
$92.1M +$3.34M +109,251 +4%
Fayez Sarofim & Co
109
Fayez Sarofim & Co
Texas
$91.7M +$1.37M +44,898 +2%
LBA
110
Letko, Brosseau & Associates
Quebec, Canada
$91M -$14M -457,887 -14%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$89.5M -$2.07M -67,815 -2%
GAM
112
Gotham Asset Management
New York
$85M +$14.2M +463,170 +21%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$83.5M -$126M -4,122,753 -61%
PAMU
114
Pictet Asset Management (UK)
United Kingdom
$82.5M +$8.8M +287,592 +12%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$82M +$11.2M +367,236 +16%
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$81.6M +$25.8M +843,633 +48%
Boston Partners
117
Boston Partners
Massachusetts
$77M +$75.3M +2,460,405 New
Nordea Investment Management
118
Nordea Investment Management
Sweden
$76.5M -$4.08M -133,413 -5%
ZIM
119
Zacks Investment Management
Illinois
$76.2M +$4.56M +149,040 +7%
GIA
120
Gateway Investment Advisers
Ohio
$74.5M -$234K -7,650 -0.3%
NIPH
121
NN Investment Partners Holdings
Netherlands
$73.9M -$12.7M -415,797 -15%
AL
122
AJO LP
Pennsylvania
$73.7M -$33.8M -1,103,727 -32%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$72.9M -$7.74M -253,146 -10%
GT
124
Glenmede Trust
Pennsylvania
$72.7M -$16.2M -528,132 -19%
RJFSA
125
Raymond James Financial Services Advisors
Florida
$72.6M +$3.68M +120,207 +5%

WMT Hedge Fund Activity: Q3 2018 in Review

1,804 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2018, worth a combined $81.2B — up 8.7% from $74.8B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new WMT positions and 70 closed out — a net gain of 40 holders — while 715 added to existing stakes and 740 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $239M. The largest seller was Deutsche Bank, cutting an estimated $299M.

  • 1,804 institutional investors held Walmart Inc (WMT) as of Q3 2018, up from 1,777 in Q2 2018.
  • Funds reported $81.2B of Walmart Inc stock for Q3 2018, up 8.7% quarter-over-quarter.
  • 110 funds opened new Walmart Inc positions in Q3 2018 and 70 closed out, a net change of +40 holders.
  • The largest Walmart Inc buyer in Q3 2018 was AQR Capital Management, an estimated $239M added.
  • The largest Walmart Inc seller in Q3 2018 was Deutsche Bank, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2018.